See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,157 | $112,881-74.2% | $90,951-67.9% | $158,922-81.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 19.35% | 215.79%-196.4pp | 134.60%-115.2pp | 302.83%-283.5pp |
| Employer contribution / active EE | $1,886 | $2,893-34.8% | $2,122-11.1% | $4,761-60.4% |
| Participant deferral / active EE | $3,607 | $4,128-12.6% | $3,373+6.9% | $5,982-39.7% |
| Admin fee / account holder | $393 | $8,041-95.1% | $5,959-93.4% | $11,246-96.5% |